Park Avenue Securities’s Federal Realty Investment Trust FRT Stock Holding History

Park Avenue Securities’s Portfolio FRT Stock Details FRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$221K	Buy	+1,788	New	+$208K	﹤0.01%	1680
2025 Q1	–	Sell	-4,758	Closed	-$533K	–	1303
2024 Q4	$533K	Buy	4,758 +125	+3%	+$14.1K	0.01%	1040
2024 Q3	$533K	Sell	4,633 -859	-16%	-$95.9K	0.01%	946
2024 Q2	$555K	Buy	5,492 +71	+1%	+$7.17K	0.01%	924
2024 Q1	$554K	Buy	5,421 +493	+10%	+$49.9K	0.01%	915
2023 Q4	$508K	Buy	4,928 +1,782	+57%	+$168K	0.01%	904
2023 Q3	$285K	Buy	+3,146	New	+$310K	﹤0.01%	1071

Other funds holding FRT

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

PIWA

Prevail Innovative Wealth Advisors Leawood, Kansas $671M AUM 22.71% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

FMII

Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return

Park Avenue Securities's FRT Position: Q2 2026 in Review

Park Avenue Securities opened a new position in Federal Realty Investment Trust (FRT) in Q2 2026: 1,788 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #1680 among its holdings. This is a return to the name: Park Avenue Securities previously reported a position in FRT as recently as Q4 2024.

Park Avenue Securities first reported a position in FRT in Q3 2023 and has held it in 7 quarters since. The position peaked at $555K in Q2 2024. 101 funds tracked by Wall St. Rank hold FRT as of Q2 2026.

Park Avenue Securities held 1,788 shares of Federal Realty Investment Trust worth $221K as of Q2 2026.
Federal Realty Investment Trust was a new Park Avenue Securities position in Q2 2026.
Federal Realty Investment Trust made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1680 holding.
Park Avenue Securities first reported a position in Federal Realty Investment Trust in Q3 2023 and has held it in 7 quarters since.
Park Avenue Securities's Federal Realty Investment Trust position peaked at $555K in Q2 2024.
101 funds tracked by Wall St. Rank held Federal Realty Investment Trust as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.